Library

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Management

Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » What Should I Know Before Becoming a Board Member?

October 06, 2016 | Governance

This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Five Ways to Attract Millennial Donors

August 17, 2016 | Fundraising

Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » A Knowledgeable Board & Staff is Key to Success

May 25, 2016 | Governance

What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success: knowledgeable and engaged board and staff. It’s the …

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Management

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …

Shelby George

Senior Vice President, Advisor Services

Library » Regulatory FAQ: “Final” Agency Rules Issued After Mid-May, 2016, Might Not Be So Final

April 06, 2016 | Retirement Plans

If the political balance of power changes in 2017, what can be done to reverse Obama Administration agency regulations? An obscure parliamentary mechanism called the Congressional Review Act (CRA) may enable the 2017 Congress and President to overturn final regulations they don’t like . . . but …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Why Your Organization Should Consider Planned Giving

January 13, 2016 | Fundraising

Planned giving is a creative process of supporting nonprofits and charitable organization to enable philanthropic donors to make larger gifts than otherwise possible from annual disposable income. Planned giving is built on the premise of building relationships in a three-tiered, strategic …


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